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Cory Johnson

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The Drill Down
The Drill DownDrill Down Earnings, Ep. 390: Micron Technology Q2 earnings – ($MU) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Micron Technology Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Micron Technology ($MU) Q2 performance with CEO Sanjay Mehrotra. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Micron Technology’s Q2 earnings report. Strategic Moves & Industry Impact: How Micron Technology’s recent de...
2025-09-2408 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 389: Rubrik Q2 earnings – ($RBRK) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Rubrik Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Rubrik ($RBRK) Q2 performance with CEO Bipul Sinha. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Rubrik’s Q2 earnings report. Strategic Moves & Industry Impact: How Rubrik’s recent decisions are shaping the technolo...
2025-09-1007 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 388: Oracle Q1 2026 earnings – ($ORCL) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Oracle Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Oracle ($ORCL) Q1 2026 performance with CEO chief technology officer and founder Larry Ellison. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Oracle’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Oracle’s recent de...
2025-09-1008 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 387: Broadcom Q3 earnings – ($AVGO) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Broadcom Q3 Earnings Analysis 💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q3 performance with CEO Hock Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Broadcom’s Q3 earnings report. Strategic Moves & Industry Impact: How Broadcom’s recent decisions are shaping the technolo...
2025-09-0505 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 386: Salesforce Q2 earnings – ($CRM) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Salesforce Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Salesforce ($CRM) Q2 performance with CEO Marc Benioff. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Salesforce’s Q2 earnings report. Strategic Moves & Industry Impact: How Salesforce’s recent decisions are shaping the technolo...
2025-09-0407 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 385: Hewlett Packard Enterprise Q2 earnings – ($HPE) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Hewlett Packard Enterprise Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q2 performance with CEO Antonio Neri. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Hewlett Packard Enterprise’s Q2 earnings report. Strategic Moves & Industry Impact: How Hewlett Pa...
2025-09-0407 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 384: Zscaler FY 2025 Q4 earnings – ($ZS) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Zscaler FY 2025 Q4 Earnings Analysis 💡 Beyond the numbers: Unpack Zscaler ($ZS) FY 2025 Q4 performance with CEO Jay Chaudhry. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Zscaler’s FY 2025 Q4 earnings report. Strategic Moves & Industry Impact: How Zscaler’s recent decisions are s...
2025-09-0306 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 380: Fabrinet Q4 Fiscal Year 2025 earnings – ($FN) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Fabrinet Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Fabrinet ($FN) Q4 Fiscal Year 2025 performance with CEO Seamus Grady. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Fabrinet’s Q4 Fiscal Year 2025 earnings report. Strategic Moves & Industry Impact: How Fabrinet’s...
2025-08-3005 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 383: Elastic Q1 2026 earnings – ($ESTC) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Elastic Q1 2026 Earnings Analysis 💡 Beyond the numbers: Unpack Elastic ($ESTC) Q1 2026 performance with CEO Ash Kulkarni. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Elastic’s Q1 2026 earnings report. Strategic Moves & Industry Impact: How Elastic’s recent decisions are shaping the technolo...
2025-08-2908 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 382: NVIDA Q2 2026 earnings – ($NVDA) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: NVIDA Q2 2026 Earnings Analysis 💡 Beyond the numbers: Unpack NVIDA ($NVDA) Q2 2026 performance with CEO Jensen Huang. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from NVIDA’s Q2 2026 earnings report. Strategic Moves & Industry Impact: How NVIDA’s recent decisions are shaping the technolo...
2025-08-2811 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 381: Box Q2 earnings – ($BOX) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Box Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Box ($BOX) Q2 performance with CEO Aaron Levie. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Box’s Q2 earnings report. Strategic Moves & Industry Impact: How Box’s recent decisions are shaping the technolo...
2025-08-2706 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 379: Palo Alto Networks Q4 Fiscal Year 2025 earnings – ($PANW) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Palo Alto Networks Q4 Fiscal Year 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q4 Fiscal Year 2025 performance with CEO Nikesh Arora. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palo Alto Networks’s Q4 Fiscal Year 2025 earnings report. Str...
2025-08-1906 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 378: Applied Materials Q3 FY 2025 earnings – ($AMAT) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Applied Materials Q3 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q3 FY 2025 performance with CEO Gary Dickerson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Materials’s Q3 FY 2025 earnings report. Strategic Moves & Industry Impact: How Applied Ma...
2025-08-1507 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 377: Coherent Q4 FY 2025 earnings – ($COHR) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Coherent Q4 FY 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Coherent ($COHR) Q4 FY 2025 performance with CEO Jim Anderson. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Coherent’s Q4 FY 2025 earnings report. Strategic Moves & Industry Impact: How Coherent’s recent decisions are s...
2025-08-1410 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 376: Cisco Systems Q4 2025 earnings – ($CSCO) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Cisco Systems Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Cisco Systems ($CSCO) Q4 2025 performance with CEO Chuck Robbins. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cisco Systems’s Q4 2025 earnings report. Strategic Moves & Industry Impact: How Cisco Systems’s recent decis...
2025-08-1408 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 375: Lumentum Q4 2025 earnings – ($LITE) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Lumentum Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Lumentum ($LITE) Q4 2025 performance with CEO Michael Hurlston. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Lumentum’s Q4 2025 earnings report. Strategic Moves & Industry Impact: How Lumentum’s recent decisions are shaping the technolo...
2025-08-1307 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 374: Applied Optoelectronics Q2 earnings – ($AAOI) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Applied Optoelectronics Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q2 performance with CFO and Chief Strategy Officer Stefan J. Murry, Ph.D. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applied Optoelectronics’s Q2 earnings report. Strategic Moves & In...
2025-08-0807 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 373: Applovin Q2 earnings – ($APP) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Applovin Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Applovin ($APP) Q2 performance with CEO Adam Foroughi. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Applovin’s Q2 earnings report. Strategic Moves & Industry Impact: How Applovin’s recent decisions are shaping the technolo...
2025-08-0705 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 372: Advanced Micro Devices Q2 earnings – ($AMD) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Advanced Micro Devices Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Advanced Micro Devices ($AMD) Q2 performance with CEO Lisa Su. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Advanced Micro Devices’s Q2 earnings report. Strategic Moves & Industry Impact: How Advanced M...
2025-08-0605 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 371: Globalfoundries Q2 earnings – ($GFS) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Globalfoundries Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Globalfoundries ($GFS) Q2 performance with CEO Tim Breen. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Globalfoundries’s Q2 earnings report. Strategic Moves & Industry Impact: How Globalfoundries’s recent decisions are shaping the technolo...
2025-08-0506 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 370: Palantir Q2 earnings – ($PLTR) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Palantir Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Palantir ($PLTR) Q2 performance with CEO Alex Karp. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Palantir’s Q2 earnings report. Strategic Moves & Industry Impact: How Palantir’s recent decisions are shaping the technolo...
2025-08-0505 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 369: Amazon.com Q2 earnings – ($AMZN) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Amazon.com Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q2 performance with CEO Andy Jassy. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Amazon.com’s Q2 earnings report. Strategic Moves & Industry Impact: How Amazon.com’s recent decisions...
2025-08-0107 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 368: Microsoft Q4 2025 earnings – ($MSFT) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Microsoft Q4 2025 Earnings Analysis 💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 2025 performance with CEO Satya Nadella. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Microsoft’s Q4 2025 earnings report. Strategic Moves & Industry Impact: How Microsoft’s recent decisions are shaping the technolo...
2025-07-3106 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 367: Cadence Design Systems Q2 earnings – ($CDNS) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Cadence Design Systems Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q2 performance with CEO Anirudh Devgan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Cadence Design Systems’s Q2 earnings report. Strategic Moves & Industry Impact: How Cadence De...
2025-07-2907 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 366: Comfort Systems USA Q2 earnings – ($FIX) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Comfort Systems USA Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q2 performance with CEO Brian Lane. A stock doing better than Nvidia ($NVDA)! More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Comfort Systems USA’s Q2 earnings report. ...
2025-07-2608 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 365: Intel Q2 earnings – ($INTC) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Intel Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Intel ($INTC) Q2 performance with CEO Lip-Bu Tan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Intel’s Q2 earnings report. Strategic Moves & Industry Impact: How Intel’s recent decisions are shaping the technolo...
2025-07-2606 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 362: IBM Q2 earnings – ($IBM) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: IBM Q2 Earnings Analysis 💡 Beyond the numbers: Unpack IBM ($IBM) Q2 performance with CEO Arvind Krishna. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from IBM’s Q2 earnings report. Strategic Moves & Industry Impact: How IBM’s recent decisions are shaping the technolo...
2025-07-2406 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 361: Alphabet Q2 earnings – ($GOOG) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Alphabet Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q2 performance with CEO Sundar Pichai. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Alphabet’s Q2 earnings report. Strategic Moves & Industry Impact: How Alphabet’s recent decisions are shaping the technolo...
2025-07-2406 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 360: Tesla Q2 earnings – ($TSLA) Beyond the Numbers – A Deep Dive with Cory Johnson The Drill Down: Tesla Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Tesla ($TSLA) Q2 performance with CEO Elon Musk. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Tesla’s Q2 earnings report. Strategic Moves & Industry Impact: How Tesla’s recent decisions are shaping the technolo...
2025-07-2407 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 359: Texas Instruments Q2 earnings – ($TXN) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: Texas Instruments Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Texas Instruments ($TXN) Q2 performance with CEO Haviv Ilan. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Texas Instruments’s Q2 earnings report. Strategic Moves & Industry Impact: How Texas Instruments’s recent d...
2025-07-2305 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 358: Taiwan Semiconductor Manufacturing Q2 earnings analysis – what you need to know ($TSM)The Drill Down: Taiwan Semiconductor Q2 Earnings Analysis 💡 Beyond the numbers: Unpack Taiwan Semiconductor ($TSM) Q2 performance with CEO C.C. Wei. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from Taiwan Semiconductor’s Q2 earnings report. Strategic Moves & Industry Impact: How Taiwan Semiconductor’s...
2025-07-1705 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 357: ASML Q2 earnings – ($ASML) Beyond the Numbers – A Deep Dive with Cory JohnsonThe Drill Down: ASML Q2 Earnings Analysis 💡 Beyond the numbers: Unpack ASML ($ASML) Q2 performance with CEO Christophe Forquet. More than “beat” or “miss” – The Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move, empowering retail investors and anyone tracking the tech and business world. 🔍 In This Episode, You'll Discover: Key Financial Highlights: A concise breakdown of revenue, profit and crucial metrics from ASML’s Q2 earnings report. Strategic Moves & Industry Impact: How ASML’s recent decisions are shaping the technology landscape...
2025-07-1708 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.y...
2025-01-3106 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 281: Apple Q1 2025 earnings analysis – what you need to know ($AAPL)🎙️ The Drill Down: Apple Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q1 2025 performance with CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.y...
2025-01-3107 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 280: Intel Q4 earnings analysis – what you need to know ($INTC)🎙️ The Drill Down: Intel Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q4 performance with CEO co-CEO Michelle Johnston Holthaus. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on Y...
2025-01-3104 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 279: IBM Q4 earnings analysis – what you need to know ($IBM)🎙️ The Drill Down: IBM Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack IBM ($IBM) Q4 performance with CEO Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.y...
2025-01-3003 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 278: Tesla Q4 earnings analysis – what you need to know ($TSLA)🎙️ The Drill Down: Tesla Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Tesla ($TSLA) Q4 performance with CEO Elon Musk. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on Y...
2025-01-3005 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 277: Microsoft Q4 earnings analysis – what you need to know ($MSFT)🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with CEO Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.y...
2025-01-3003 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 275: F5 Q1 2025 earnings analysis – what you need to know ($FFIV)🎙️ The Drill Down: F5 Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack F5 ($FFIV) Q1 2025 performance with CEO François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www...
2025-01-2904 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 274: SAP €40B promise Q4 earnings analysis and a – what you need to know ($SAP)🎙️ The Drill Down: SAP Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack SAP ($SAP) Q4 performance with CEO Christian Klein. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from SAP leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, I...
2025-01-2905 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 273: Micron Technology Q1 2025 earnings analysis – what you need to know ($MU).🎙️ The Drill Down: Micron Technology Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Micron Technology ($MU) Q1 2025 performance with Sanjay Mehrotra. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Micron Technology leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: h...
2024-12-2006 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 272: Broadcom Q4 2024 earnings analysis – what you need to know ($AVGO)🎙️ The Drill Down: Broadcom Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Broadcom ($AVGO) Q4 2024 performance with Hock Tan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Broadcom leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-12-1304 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 271: Adobe Q4 2024 earnings analysis – what you need to know ($ADBE).🎙️ The Drill Down: Adobe Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Adobe ($ADBE) Q4 2024 performance with Shantanu Narayen. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Adobe leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-12-1206 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 269: Oracle Q2 Fiscal Year 2025 earnings analysis – what you need to know ($ORCL)🎙️ The Drill Down: Oracle Q2 Fiscal Year 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Oracle ($ORCL) Q2 Fiscal Year 2025 performance with Oracle Founder and the world's fourth richest person Larry Ellison. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Oracle leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute hi...
2024-12-1007 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 270: C3.ai Q2 2025 earnings analysis – what you need to know ($AI)🎙️ The Drill Down: C3.ai Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack C3.ai ($AI) Q2 2025 performance with Tom Siebel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from C3.ai leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: h...
2024-12-1006 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 267: Hewlett Packard Enterprise Q4 earnings analysis – what you need to know ($HPE)🎙️ The Drill Down: Hewlett Packard Enterprise Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Hewlett Packard Enterprise ($HPE) Q4 performance with Antonio Neri. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Hewlett Packard Enterprise leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & Tik...
2024-12-0606 minThe Drill Down
The Drill DownThe Drill Down Insider: Synopsys CFO Shelagh Glaser🎙️ The Drill Down Insider: Synopsys CFO Shelagh Glaser💡 Join host Cory Johnson for an in-depth conversation with Synopsys CFO Shelagh Glaser, exploring how finance and engineering can find optimism and excitement in the evolving world of AI.🔍 In this revealing episode, they unpack: Embracing the opportunities of designing tools for an AI-driven future Finding inspiration in the potential of advanced technologies  Leading through transformative changes like mergers, spinoffs, and a CEO transition Fostering cross-functional collaboration between finance and engineering  Synopsys' vision for empowering chip designers in the age of AI 🧠 The Drill Down I...
2024-12-0617 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 266: Synopsys Q4 earnings analysis – what you need to know ($SNPS)🎙️ The Drill Down: Synopsys Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Synopsys ($SNPS) Q4 performance with Sassine Ghazi. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Synopsys leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-12-0506 minThe Drill Down
The Drill DownDrill Down Insider w. Yext CEO Michael Walrath🎙️ The Drill Down Insider: Yext CEO Michael Walrath💡 Take a deep dive with host Cory Johnson as he sits down with Michael Walrath, CEO of Yext, for a candid conversation about leading an AI-powered search platform in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Yext is revolutionizing digital knowledge management and enterprise search.🔍 In this revealing episode, Johnson and Walrath unpack: How Yext's AI-powered search platform is transforming how businesses manage and deliver digital information The challenges and opportunities of integrating generative AI into enterprise search solutions Walrath's u...
2024-12-0523 minThe Drill Down
The Drill DownDrill Down Insider w. Elastic CEO Ash Kulkarni The story of Elastic’s essential service to the world of AI ($ESTC).🎙️ The Drill Down Insider: . Elastic CEO Ash Kulkarni 💡 Take a deep dive with host Cory Johnson as he sits down with Ash Kulkarni, CEO of Elastic, for a candid conversation about leading an AI-powered enterprise in today's tech landscape. This exclusive interview moves beyond surface-level tech talk to explore how Elastic is revolutionizing search, security and observability through artificial intelligence.🔍 In this revealing episode, Johnson and Kulkarni unpack: Elastic's transformation into an AI-first enterprise platform The challenges and opportunities of integrating generative AI into search technology Kulkarni's unique leadership...
2024-12-0421 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 265: Okta Q3 earnings analysis – what you need to know ($OKTA)🎙️ The Drill Down: Okta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Okta ($OKTA) Q3 performance with Todd McKinnon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Okta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-12-0405 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 264: Box Q3 earnings analysis – what you need to know ($BOX)🎙️ The Drill Down: Box Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Box ($BOX) Q3 performance with Aaron Levie. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Box leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube S...
2024-12-0406 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 263: Zscaler Fiscal Q1 2026 earnings analysis – what you need to know ($ZS)🎙️ The Drill Down: Zscaler Fiscal Q1 2026 Earnings Deep Dive💡 Beyond the numbers: Unpack Zscaler ($ZS) Fiscal Q1 2025 performance with Jay Chaudhry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Zscaler leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://ww...
2024-12-0305 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 262: Crowdstrike Q3 earnings analysis – what you need to know ($CRWD)🎙️ The Drill Down: Crowdstrike Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Crowdstrike ($CRWD) Q3 performance with George Kurtz. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get:Key financial highlightsStrategic moves with insight into the industryUnfiltered information straight from Crowdstrike leadership🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Cat...
2024-11-2706 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 261: Dell Q3 earnings analysis – what you need to know ($DELL)🎙️ The Drill Down: Dell Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Dell ($DELL) Q3 performance with CFO Jeff Clarke. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Dell leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on Y...
2024-11-2707 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 260: Elastic Q2 earnings analysis – what you need to know ($ESTC)🎙️ The Drill Down: Elastic Q2 Earnings Deep Dive💡 Beyond the numbers: Unpack Elastic ($ESTC) Q2 performance with CEO Ash Kulkarni. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Elastic leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, I...
2024-11-2607 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 259: Palo Alto Networks Q3 earnings analysis – what you need to know ($PANW)🎙️ The Drill Down: Palo Alto Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palo Alto Networks ($PANW) Q3 performance with Nikesh Arora. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palo Alto Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & Tik...
2024-11-2106 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 258: NVIDIA Q3 earnings analysis – what you need to know ($NVDA)🎙️ The Drill Down: NVIDIA Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack NVIDIA ($NVDA) Q3 performance with Jensen Huang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from NVIDIA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-2108 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 257: Applied Materials Q4 2024 earnings analysis – what you need to know ($AMAT)🎙️ The Drill Down: Applied Materials Q4 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Materials ($AMAT) Q4 2024 performance with Gary Dickerson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Materials leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on Y...
2024-11-1506 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 256: Cisco Q1 2025 earnings analysis – what you need to know ($CSCO)🎙️ The Drill Down: Cisco Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Cisco ($CSCO) Q1 2025 performance with Chuck Robbins. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cisco leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-1406 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 255: Applied Optoelectronics Q3 earnings analysis – what you need to know ($AAOI)🎙️ The Drill Down: Applied Optoelectronics Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Applied Optoelectronics ($AAOI) Q3 performance with CFO Dr. Stefan Murry. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Applied Optoelectronics leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!...
2024-11-0805 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 254: Arista Networks Q3 earnings analysis – what you need to know ($ANET).🎙️ The Drill Down: Arista Networks Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Arista Networks ($ANET) Q3 performance with Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arista Networks leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: h...
2024-11-0804 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 253: Cloudflare Q3 earnings analysis – what you need to know ($NET)🎙️ The Drill Down: Cloudflare Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Cloudflare ($NET) Q3 performance with Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cloudflare leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0803 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 252: Coherent Q1 FY 2024 earnings analysis – what you need to know ($COHR)🎙️ The Drill Down: Coherent Q1 FY 2024 Earnings Deep Dive💡 Beyond the numbers: Unpack Coherent ($COHR) Q1 FY 2024 performance with Jim Anderson. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Coherent leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://ww...
2024-11-0705 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 251: Arm Fiscal Year Q2 2025 earnings analysis – what you need to know ($ARM)🎙️ The Drill Down: Arm Fiscal Year Q2 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Arm ($ARM) Fiscal Year Q2 2025 performance with Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Arm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Ful...
2024-11-0704 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 250: Qualcomm Q3 earnings analysis – what you need to know ($QCOM)🎙️ The Drill Down: Qualcomm Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Qualcomm ($QCOM) Q3 performance with Cristiano Amon. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Qualcomm leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0704 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 249: Supermicro Q3 earnings analysis – what you need to know ($SMCI)🎙️ The Drill Down: Supermicro Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Supermicro ($SMCI) Q3 performance with Charles Liang. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Supermicro leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0606 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 248: Globalfoundries Q3 earnings analysis – what you need to know ($GFS)🎙️ The Drill Down: Globalfoundries Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Global Founderies ($GFS) Q3 performance with Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Global Founderies leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://ww...
2024-11-0604 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 247: Fabrinet Q1 2025 earnings analysis – what you need to know ($FN)🎙️ The Drill Down: Fabrinet Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Fabrinet ($FN) Q1 2025 performance with Seamus Grady. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Fabrinet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0504 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 246: Lattice Semiconductor Q3 earnings analysis – what you need to know ($LSCC)🎙️ The Drill Down: Lattice Semiconductor Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Lattice Semiconductor ($LSCC) Q3 performance with new CEO Ford Tamer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lattice Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!...
2024-11-0505 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 245: Palantir Q3 earnings analysis – what you need to know ($PLTR).🎙️ The Drill Down: Palantir Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Palantir ($PLTR) Q3 performance with  Alex Karp. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Palantir leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube.c...
2024-11-0505 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 244: Amazon.com Q3 earnings analysis – what you need to know ($AMZN)🎙️ The Drill Down: Amazon.com Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Amazon.com ($AMZN) Q3 performance with Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Amazon.com leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: h...
2024-11-0105 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 243: Atlassian Q1 2025 earnings analysis – what you need to know ($TEAM)🎙️ The Drill Down: Atlassian Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack Atlassian ($TEAM) Q1 2025 performance with Mike Cannon-Brookes. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Atlassian leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0105 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 242: Intel Q3 earnings analysis – what you need to know ($INTC)🎙️ The Drill Down: Intel Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Intel ($INTC) Q3 performance with Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Intel leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-11-0105 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 241: Apple Q4 earnings analysis – what you need to know ($AAPL)🎙️ The Drill Down: Apple Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Apple ($AAPL) Q4 performance with Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Apple leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3105 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 240: Mobileye Q3 earnings analysis – what you need to know ($MBLY)🎙️ The Drill Down: Mobileye Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Mobileye ($MBLY) Q3 performance with Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Mobileye leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3106 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 238: Twillio Q3 earnings analysis – what you need to know ($TWLO)🎙️ The Drill Down: Twillio Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Twillio ($TWLO) Q3 performance with Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Twillio leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3107 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 239: Meta Q3 earnings analysis – what you need to know ($META)🎙️ The Drill Down: Meta Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Meta ($META) Q3 performance with Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Meta leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3106 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 236: KLA Q1 2025 earnings analysis – what you need to know ($KLAC)🎙️ The Drill Down: KLA Q1 2025 Earnings Deep Dive💡 Beyond the numbers: Unpack KLA ($KLAC) Q1 2025 performance with Rick Wallace. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from KLA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3105 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 237: Microsoft Q4 earnings analysis – what you need to know ($MSFT)🎙️ The Drill Down: Microsoft Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack Microsoft ($MSFT) Q4 performance with Satya Nadella. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Microsoft leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & Tik...
2024-10-3104 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 235: ADVANCED MICRO DEVICES Q3 earnings analysis – what you need to know ($AMD)🎙️ The Drill Down: ADVANCED MICRO DEVICES Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ADVANCED MICRO DEVICES ($AMD) Q3 performance with Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ADVANCED MICRO DEVICES leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & Tik...
2024-10-3005 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 234: Snap Q3 earnings analysis – what you need to know ($SNAP)🎙️ The Drill Down: Snap Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Snap ($SNAP) Q3 performance with Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Snap leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3005 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 233: Alphabet Q3 earnings analysis – what you need to know ($GOOG)🎙️ The Drill Down: Alphabet Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Alphabet ($GOOG) Q3 performance with Sundar Pichai. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Alphabet leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-3005 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 232: Corning Q3 earnings analysis – what you need to know ($GLW)🎙️ The Drill Down: Corning Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Corning ($GLW) Q3 performance with Wendell Weeks. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Corning leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-2905 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 231: Cadence Design Systems Q3 earnings analysis – what you need to know ($CDNS)🎙️ The Drill Down: Cadence Design Systems Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Cadence Design Systems ($CDNS) Q3 performance with Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Cadence Design Systems leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & Tik...
2024-10-2905 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 230: F5 Q4 earnings analysis – what you need to know ($FFIV)🎙️ The Drill Down: F5 Q4 Earnings Deep Dive💡 Beyond the numbers: Unpack F5 ($FFIV) Q4 performance with François Locoh-Donou. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from F5 leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.yo...
2024-10-2804 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 229: ON Semiconductor Q3 earnings analysis – what you need to know ($ON)🎙️ The Drill Down: ON Semiconductor Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ON Semiconductor ($ON) Q3 performance with Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ON Semiconductor leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: h...
2024-10-2805 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 228: Comfort Systems USA Q3 earnings analysis – what you need to know ($FIX)🎙️ The Drill Down: Comfort Systems USA Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Comfort Systems USA ($FIX) Q3 performance with CFO William George. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Comfort Systems USA leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram...
2024-10-2806 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 227: Teradyne Q3 earnings analysis ($TER) – what you need to know🎙️ The Drill Down: Teradyne Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Teradyne ($TER) Q3 performance with Greg Smith. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Teradyne leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube...
2024-10-2506 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 226: Lam Research Fiscal Year Q1 earnings essentials ($LRCX)🎙️ The Drill Down: Lam Research Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Lam Research ($LRCX) Q3 performance with Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Lam Research leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https...
2024-10-2404 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 225: Tesla Q3 earnings essentials ($TSLA)Instant analysis of Tesla ($TSLA) Q3 earnings, as we hear from CEO Elon Musk. 🎙️ The Drill Down: Tesla Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Tesla ($TSLA) Q3 performance with CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Tesla leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Resea...
2024-10-2406 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 224: ServiceNow Q3 earnings essentials ($NOW)Instant analysis of ServiceNow ($NOW) Q3 earnings, as we hear from CEO Bill McDermott. 💡 More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research chief market strategist Cory Johnson has the business stories behind stocks on the move.  🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ServiceNow leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube.com/@DrillDownPod
2024-10-2405 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 223: Vertiv Q3 earnings essentials ($VRT)🎙️ The Drill Down: Vertiv Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack Vertiv ($VRT) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from Vertiv leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https...
2024-10-2405 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 222: IBM Q3 earnings essentials ($IBM)🎙️ The Drill Down: IBM Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack IBM ($IBM) Q3 performance with Arvind Krishna. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from IBM leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube Shorts, Instagram & TikTok!📺 Full episode: https://www.youtube.com...
2024-10-2404 minThe Drill Down
The Drill DownDrill Down Earnings, Ep. 219: ASML Q3 earnings essentials ($ASML)🎙️ The Drill Down: ASML Q3 Earnings Deep Dive💡 Beyond the numbers: Unpack ASML ($ASML) Q3 performance with Christophe Forquet. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson has the business stories behind stocks on the move.🔍 In just 5 minutes, get: Key financial highlights Strategic moves with insight into the industry Unfiltered information straight from ASML leadership 🧠 Expert analysis by Cory Johnson, Chief Market Strategist at Epistrophy Capital Research🚀 Catch snappy 1-minute highlights on YouTube...
2024-10-1606 minThe Drill Down
The Drill DownEp. 235: IonQ CEO Peter Chapman, iRhythm technologies, Johnson Controls International and Adobe.The future of quantum computing with IonQ CEO Peter Chapman (IonQ). AlsoiRhythm technologies (IRTC) still waiting for the FDA – and profits. Johnson Controls International (JCI) is the Nvidia of HVAC and what wink-wink-nudge-nudge of Adobe (ADBE) guidance.https://linktr.ee/drilldownpodFuturum’s The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move. It’s business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good h...
2023-12-1440 minThe Drill Down
The Drill DownEp. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson OutdoorsWill flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-12-0935 minThe Drill Down
The Drill DownEp. 120: Progress Software CEO Yogesh Gupta, Johnson & Johnson, EverQuote, Canadian National Railway, CoinbaseWhat a tech company looks like when acquisitions are central to its business model. Progress Software CEO Yogesh Gupta (PRGS) explains his M&A mindset. Johnson & Johnson (JNJ) reports relatively COVID sales -- we’ll tell you why that doesn’t matter. Online insurance marketplace EverQuote (EVER) struggles with challenges in the auto insurance market. Canadian National Railway (CNI) responds to activist investors. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-10-2036 minThe Drill Down
The Drill DownEp. 101: Overstock.com CEO Jonathan Johnson, Adobe, Stitch Fix, FedExFrom crypto to couches, Overstock.com CEO Jonathan Johnson (OSTK) on the re-invention of his company -- and defending the Sith Lord conspiracy. Adobe (ADBE) tells a tale about the future of marketing-- but is anyone listening? Stitch Fix (SFIX) tries to convince us that bloated inventories don’t matter anymore… and maybe they’re right. Why FedEx’s (FDX) labor shortages may spell trouble for everyone. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoice
2021-09-2242 minThe Drill Down
The Drill DownEp. 15: Sunnova Energy with Bulls Eye Brief’s Adam Johnson, Bitcoin, Cisco, Hormel, Ralph LaurenHow Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/a...
2021-05-2033 min